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Principal Deuda Mediano Plazo A

Ranked 43 out of 86 in - Chilean Peso over 12 months
All calculations are in CLP unless stated

Objective

The fund aims to achieve a reasonable return in the medium and long term, assuming a moderate level of risk, by investing in a diversified portfolio of debt instruments, mostly medium and long term, issued exclusively by domestic issuers belonging to the most robust financial market institutions and major corporations in the country. In any case, the maximum duration of the fund investment portfolio will be 3650 days and minimum is 366 days. The fund is for individuals or businesses.

Performance

Chilean Peso over : 31/07/2017 - 31/07/2018
  • Rank 43/86 Total Return
  • Rank 13/86 Standard Deviation
  • Rank 16/86 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.3% 0.8%
2017 2.5% 1.3% 0.7% 0.1% 0.4%
2016 6.3% 2.5% 1.0% 1.5% 1.2%
2015 0.7% 0.7% 0.8% 0.4% -1.2%
2014 6.2% 1.7% 2.1% 1.0% 1.4%
2013 4.8% 1.1% 1.3% 0.9% 1.5%
2012 3.7% 0.6% 1.2% 0.9% 1.0%
2011 3.6% 0.5% 0.1% 2.5% 0.5%
2010 3.2% 1.8% 0.4% 0.1% 0.9%
2009 5.6% 3.6% 0.5% 1.6% -0.2%
2008 4.0% 1.7% 0.3% 1.2% 0.8%
2007 5.5% 1.4% 0.4% 1.9% 1.7%
2006 1.7% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile

Fund Info

  • Launch date08/04/2006
  • Share Class size1,709Mn
  • Base currencyCLP

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).